AI-Agents for Consultants
Agents help Consultants keep client visits and project work on track.
Send approved engagement agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsFind the right consultation link for a client invitation.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
8 toolsFile client decisions and agreed actions from recorded meetings.
Find your meeting decisions and next steps in a searchable note, with the recording link alongside them.
5 toolsSave client discussion and agreed next steps after each call.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
4 toolsSave client discussion notes under the scheduled meeting.
Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.
Reserve travel before meetings at client sites.
Your calendar shows time to reach in-person appointments, with an arrival buffer and visible conflicts when plans overlap.
4 toolsRefresh client meeting invitations with the current joining link.
Your guests get the current meeting invitation link when you change a scheduled video meeting, while uncertain matches come back to you for review.
Draft client engagement scopes for review before sending.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsAdd a joining link to each booked client consultation.
You and your client get the same joining link in the updated invitation for a video appointment.
Reserve consultation slots and confirm times with clients.
See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.
Offer clients live consultation times and booking links.
Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.
5 toolsShow clients call openings on their preferred local dates.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
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